Lee Financial’s TE Connectivity TEL Stock Holding History

Lee Financial’s Portfolio TEL Stock Details TEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-34	Closed	-$4.78K	–	743
2023 Q4	$4.78K	Buy	+34	New	+$4.37K	﹤0.01%	552
2022 Q4	–	Sell	-15	Closed	-$2K	–	984
2022 Q3	$2K	Hold	15	–	–	﹤0.01%	709
2022 Q2	$2K	Buy	+15	New	+$1.86K	﹤0.01%	738
2021 Q3	–	Sell	-1	Closed	–	–	735
2021 Q2	$0	Sell	1 -30	-97%	-$4.02K	﹤0.01%	695
2021 Q1	$4K	Hold	31	–	–	﹤0.01%	441
2020 Q4	$4K	Buy	+31	New	+$3.42K	﹤0.01%	436
2018 Q3	–	Sell	-71	Closed	-$6K	–	692
2018 Q2	$6K	Hold	71	–	–	﹤0.01%	603
2018 Q1	$7K	Sell	71 -7	-9%	-$707	﹤0.01%	577
2017 Q4	$7K	Buy	78 +39	+100%	+$3.59K	﹤0.01%	404
2017 Q3	$3K	Buy	39 +8	+26%	+$643	﹤0.01%	442
2017 Q2	$2K	Buy	+31	New	+$2.37K	﹤0.01%	471

Other funds holding TEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return